Arista Networks 2025 Q3 Earnings Strong Revenue Growth, 14% Net Income Increase

Arista Networks (ANET) reported Q3 2025 results that exceeded expectations, . , , signaling continued confidence in demand for its AI and cloud networking solutions.

Revenue

, . , driven by robust demand for and software in data centers, . The company’s focus on and strategic client-to-campus-to-cloud solutions fueled this growth, .

Earnings/Net Income

, . This marks 13 consecutive years of profitability, underscoring Arista’s operational efficiency and market leadership. The EPS growth aligns with the company’s disciplined execution of its strategic roadmap.

Price Action

. Month-to-date, , reflecting mixed investor sentiment despite strong earnings.

Post-Earnings Price Action Review

Following the earnings release, , . , raising concerns about growth sustainability. While Needham and BofA Securities maintained Buy ratings, citing deferred revenue growth and hyperscaler investments, , . Technical indicators suggest neutral sentiment, .

CEO Commentary

. remains optimistic, , as well as innovations like for network operations. .

Guidance

, . , . , .

Additional News

, . Insider selling activity, however, has raised concerns, . Additionally, , emphasizing .